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Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
The Woven Blog
December 15, 2025
Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up
For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...
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Tax Law Changes and TCJA 2025 Sunset
How to Avoid Lifestyle Creep (Even When Going Through a Promotion/Getting Stock Awards)
A Solo 401(k) Could Be A Great Way to Save for Retirement
A Hippocratic Oath for Investment Advisors
Paying FICA as a Small Business Owner: Social Security & Medicare
How to Know if You Need an Emergency Fund
This article is a guest post written by Erik Klumpp, Founder and President of Chessie Advisors. Erik and I became friends...
When Is It OK to Buy Life Insurance on Another Person?
This article was written by Will Kaplan, principal at Halcyon Financial Planning. Will and I became friends through the XY Planning Network...
Financial Planning Uncovered
This post was written by Anjali Jariwala, founder of Financial Investment Tax Advisors. Anjali and I became friends after meeting at...
Investing 101: 8 Pitfalls That Trip Up Most People [and how to avoid them]
This article is a guest post written by Chris Girbes-Pierce, founder of Enlightened Wealth Management. Chris and I became friends after...
12 Invaluable Things to Know About Starting a College 529 Plan
This article is a guest post written by Charles Donalies, founder of Donalies Financial Planning. Charles and I became friends after...
Financial Goals Every 30-Something Should Strive For
This article was written by PJ Wallin of Atlas Financial. PJ and I became friends after meeting at an industry conference...
What’s What in the Alphabet Soup of Retirement Planning
This article is a guest post from Tyler Landes, founder of Tandem Guidance. Tyler and I became friends after meeting...
3 Things Not To Do When Buying a Home
This piece is a guest post written by Kenneth Klabunde of Precedent Asset Management. Kenneth and I became friends after meeting...
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